Rockwood Wealth Management LLC Has $258,000 Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Rockwood Wealth Management LLC decreased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 20.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,352 shares of the company’s stock after selling 340 shares during the period. Rockwood Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $258,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of IVE. Family Firm Inc. grew its stake in shares of iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Family Firm Inc. now owns 10,464 shares of the company’s stock worth $1,998,000 after acquiring an additional 57 shares in the last quarter. Realta Investment Advisors boosted its position in iShares S&P 500 Value ETF by 4.8% during the fourth quarter. Realta Investment Advisors now owns 1,322 shares of the company’s stock worth $253,000 after purchasing an additional 60 shares during the period. Lifeworks Advisors LLC boosted its position in iShares S&P 500 Value ETF by 2.6% during the fourth quarter. Lifeworks Advisors LLC now owns 2,390 shares of the company’s stock worth $456,000 after purchasing an additional 60 shares during the period. Perennial Investment Advisors LLC boosted its position in iShares S&P 500 Value ETF by 1.0% during the fourth quarter. Perennial Investment Advisors LLC now owns 6,143 shares of the company’s stock worth $1,173,000 after purchasing an additional 62 shares during the period. Finally, Ellis Investment Partners LLC boosted its position in iShares S&P 500 Value ETF by 0.4% during the fourth quarter. Ellis Investment Partners LLC now owns 15,647 shares of the company’s stock worth $2,987,000 after purchasing an additional 64 shares during the period.

iShares S&P 500 Value ETF Trading Up 0.8%

Shares of iShares S&P 500 Value ETF stock opened at $191.34 on Friday. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $206.63. The company has a market cap of $38.17 billion, a price-to-earnings ratio of 20.88 and a beta of 0.89. The company’s 50-day moving average price is $183.77 and its 200-day moving average price is $191.10.

iShares S&P 500 Value ETF Company Profile

iShares S&P 500 Value ETF (the Fund), formerly iShares S&P 500 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500 Value Index (the Index). The Index measures the performance of the large-capitalization value sector of the United States equity market and consists of those stocks in the S&P 500 exhibiting the strongest value characteristics.